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  1. #1
    Join Date
    Aug 2004
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    41

    Smile Indexing Headstock Spindle

    I just bought a new lathe that I am going to turn into a small turn/mill machine. I have been struggling on how best to index the spindle. I think I need somewhere in the 60+:1 gearing ratio. Here is what I have considered...

    1. Using a timing belt, but I expect that the backlash will be too great between load and no-load. It would also take multiple belts to get the ratio or I have to down grade the angular accuracy/resolution. - rejected!
    2. I have also been looking at getting a harmonic drive off eBay which I believe is the best option except it blocks the 27" diameter spindle thru-hole. Further, the backend of the spindle has no extra length; might use some kind of expanding "collet" to couple the drive to the spindle.
    3. Use some kind of a gear train drive with anti-backlash feature. There is room in the spindle headstock where the drive for threading current resides.

    Have not decided between servo or stepper, just depends on the final solution. Either will have a brake included. Also, I think that I will have to mechanically decouple the drive from the spindle in turning mode otherwise the motor will be overdriven; not to mention where to put the generated power. Because of this, the encoder will need to be connected to the spindle separately; I think I will use a timing belt here.

    I would really appreciate some feed back on the above either from those that have turn/mill machines on how the "big guys" drive their spindles or from others that have considered this problem.

    Thanks in advance, Eric!
    Attached Thumbnails Attached Thumbnails DSC02512 - Headstock Gearing.JPG   DSC02513 - Headstock Gearing.JPG   DSC02514 - Headstock Gearing.JPG   DSC02515 - Headstock Gearing - leadscrew drive.JPG  

    DSC02516 - Headstock Gearing - leadscrew drive.JPG  

  2. #2
    Join Date
    Jan 2007
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    634
    Harmonic drives are awesome, but be careful about using them in any heavy work, the reason they aren't commonly used instead of planetary gearheads for machining is that harmonics can't take heavy loads or a lot of moment.
    How much backlash are you worried about? Planetaries can get down to just a few arc-minutes, and in practice I can't detect any measurable backlash on the NemaTrue precision heads I'm using for one of my systems.

    BTW, PM me if you need either a Harmonic or a Planetary, I scored a decent stock of both still in the boxes in various sizes and ratios I from a business liquidation, more than I need.

  3. #3
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    Mar 2006
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    2712
    Eric, I'm working on something similar right now. Have you considered using hollow shaft servo's like the Kollmorgen DDR? You might also consider some sort of brake or locking device to hold the spindle in place while machining in a stationary position. As for attaching the servo to the spindle, there are clamping devices from Ringfeder, Spieth and others available. Belts work as well. After break-in and readjusting tension, they really do not stretch any more. The ability of the servo to hold position (servo-lock) is a bigger problem.
    One of the problems I've encountered is finding a servomotor with enough speed range and torque to cover the speed range needed at the spindle.
    DZASTR

  4. #4
    Join Date
    Aug 2004
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    41
    Wow... What a quick response!

    I am planning to use a 2Hp motor & VFD (I have the VFD already), this gets away from demanding that the spindle motor handle the indexing functions for milling as well as the speed torque for turning. I will disable the VFD when indexing; the speed will not be very high so I do not think that it will hurt while milling. If someone has a different opinion, let me know. I plan to use the exisiting spindle gear train.

    For indexing; I am thinking that when the part has indexed to a stationary location the spindle brake will engage and disengage only when ready to index to a new location.

    As for positioning accuracy, I would like to get down to less than an arc-minute with 2 arc-min being the most I would like to see.

    I like the hollow shaft Kollmorgen DDR servos! Not sure that they would fit my budget though!

    I had a look at the . I have 0.860" protruding from the rear of the spindle: 2pcs. 0.38" wide lock nuts + 0.100" extra thread. I can free up some space by making the nuts thinner or converting one of them to a drive and jamming the other against it with some sort of locking mechanism. The shaft has a 41mm dia thread x 27.5mm bore. I do not see any other means of connection. I did not see anything on the Ringfeder & Spieth sites that would fit right out of the box. (The Speith anjustable gibs look neat!)

    More later... gtg... Eric

  5. #5
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    Mar 2006
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    Eric, What increment or angle do you want index? There are devices like Curvic couplings etc. that index at increments like 1 deg., 5 deg., or ? But if you want to index to ANY angular position to 1 arc min.(say 29 1/2 deg.), you will need an accurate angle encoder and a clamping device that will not distort or move the spindle while clamping.

    As far as your clamp, consider mechanical lock, power unlock. That way a loss of power will not release your spindle. Good Luck.
    DZASTR

  6. #6
    Join Date
    Aug 2004
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    41
    I want to rotate to any location 0 - 360 deg. I am heading toward using an oversized gear reducer and preload the backlash out of it.

    I am currently planning on using a timing belt with an accurate, 1800 or 2500 cpr encoder. A 6:1 ratio with the timing belt would give 30 arc-sec. resolution between edges (4:1 - 45 arc-sec). US Digital has 2500 cpr encoders but they do not have an index which I believe I will need.... I am assuming that the index indicates a "zero" location. Model: S6S-1800-IB $69.36/Qty1 - Ball bearing with shaft. I could assemble my own for for $50 for 2500 CPR with index + bearings, shaft etc. The ball bearing version has a max speed of 10,000, so theoretically this could stay engaged continually.

  7. #7
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    Aug 2006
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    1602
    Hi, I hope this isn't off topic, but how do the spindles in a setup such as the one in this video manage to both run slow enough to be a rotary table, and fast enough to be a serious lathe?

    http://www.youtube.com/watch?v=_4vLqfIx8X8

  8. #8
    Join Date
    Dec 2005
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    430
    im guessing they use a very powerful ac servo motor and a high end, and i mean very high end!, ac servo drive

  9. #9
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    Aug 2006
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    Quote Originally Posted by skmetal7 View Post
    im guessing they use a very powerful ac servo motor and a high end, and i mean very high end!, ac servo drive
    Sounds a little pricey for a home-shop! I suppose though that as long as you can control backlash, a two speed gear box or pulley set would work fine - you don't care about position when going from indexing to turning, and when going back to indexing, as you have an absolute position encoder on the spindle, you just need to do a move to the required index once you've changed gears back again.

  10. #10
    Join Date
    Mar 2006
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    2712
    Eric, Assuming you want to hold in position as opposed to milling a annular groove, you will need a substantial brake to hold position. You may also have a problem with a motor trying to adjust/correct position. (de-energize while brake on?) FYI I have some literature on a pneumatic clamp system called RotoClamp. The internet address they have on the literature is www.hema-gmbh.com . Their Canadian number is 905 688 6151.

    Good Luck
    DZASTR

  11. #11
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    Aug 2006
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    Did anyone get anywhere on this, it is still something I am very interested in doing?

    For a new machine, I did think that it might be possible to mount a lathe head on top of a rotary table, with some method of locking the lathe head in position. The lathe head would be driven via a shaft that runs through the rotary table's central hole, and an encoder would also be fitted to this shaft. For lathe ops, the lathe spindle would be unclamped, and spun up via its shaft. When indexing is required, the lathe spindle is clamped, and the rotary table handles the indexing. As the lathe head is locked to the rotary table, the encoder will still record the exact position of the spindle, even during the change over. This is probably vastly over complicated though!

  12. #12
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    Mar 2006
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    digits, Is the lathe headstock axis horizontal and the rotary table vertical? (you said on top of). Might be a rigidity problem without some heavy duty (expensive) bearings and couplings etc. I did see some interesting roller gear stuff at the AGMA gear show in Detroit. www.nexengroup.com Might work for some kind of indexing reducer.
    DZASTR

  13. #13
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    Quote Originally Posted by RICHARD ZASTROW View Post
    digits, Is the lathe headstock axis horizontal and the rotary table vertical? (you said on top of). Might be a rigidity problem without some heavy duty (expensive) bearings and couplings etc. I did see some interesting roller gear stuff at the AGMA gear show in Detroit. www.nexengroup.com Might work for some kind of indexing reducer.
    Sorry - I didn't make myself clear, the lathe headstock and the rotary table are co-axial - ideally the lathe spindle would go right through the centre of the rotary table and its bearings would be within the rotary table, but that's not practical, so I'd imagined a small diameter drive shaft from the lathe motor behind the rotary table, to the lathe headstock infront of it. The workpiece would be in the lathe chuck, which would move with the rotary table for indexing or independently for turning. I'll whip up some CAD if I get a chance...

    Thanks for the link - that looks interesting, but probably a bit hard to DIY!

  14. #14
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    Mar 2006
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    eric, I hope we're not hijacking your thread, just seems to be growing.

    digits, I believe your concept can be done. Might be a bit long though. You could have a hollow shaft gear box that would give you lathe speed and a second gearbox to provide indexing. A central shaft running through both, as you mentioned. The central shaft (aka spindle) suspended by its own bearings, and engaged by hydraulic clamping sleeves (Spieth makes them). Would have to be safely set up so both could not be engaged at the same time.
    Yes, very Rube Goldberg and impractical. Also, probably expensive as well. Might even qualify for something for a Kostner sequel to "Water World". lol
    DZASTR

  15. #15
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    Quote Originally Posted by RICHARD ZASTROW View Post
    eric, I hope we're not hijacking your thread, just seems to be growing.

    digits, I believe your concept can be done. Might be a bit long though. You could have a hollow shaft gear box that would give you lathe speed and a second gearbox to provide indexing. A central shaft running through both, as you mentioned. The central shaft (aka spindle) suspended by its own bearings, and engaged by hydraulic clamping sleeves (Spieth makes them). Would have to be safely set up so both could not be engaged at the same time.
    Yes, very Rube Goldberg and impractical. Also, probably expensive as well. Might even qualify for something for a Kostner sequel to "Water World". lol
    I had to Google Rube Goldberg - he translates to 'Heath Robinson' in the UK

    I stumbled across a fairly simple gearbox design called a perpertual wedge, which allows pretty big step-down ratios in a reasonable area. If I can build one using synchronous pulleys/belts, I guess it'd also be pretty low backlash. My hunch is that it would be possible to lock the input and output shafts together to get a 1:1 drive ratio when 'lathe mode' is required. I'm going to look into this some more.

  16. #16
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    May 2005
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    2502
    Late to the game, but this is an interesting post.

    I'd love to be able to index my lathe spindle to facilitate C-axis operations. For example, put an air drill on your gang slide and you can now do bolt circles on a flange under CNC control.

    It's also important to be able to index a mill spindle if you want to do an automatic tool changer for a taper that requires drive dogs.

    A couple of thoughts I've had to this general problem. First, I am envisioning a system that does not be able to continuously machine as the axis rotates. It is a pure indexing system that indexes a position, locks the spindle, and then performs the machining task.

    Second, this implies to me a spindle brake. That makes me think of a disc brake. So I envision a rotor with a disk brake caliper to look the assembly. Probably use a motorcycle-sized rotor/caliper to keep the weight from getting too crazy. There's another thread here where a fella did just that and controls the brake with an air solenoid. I would think if you can find a scrapped bike the disc rotor and caliper would be very cheap to buy.

    Third, how then to index? Again, it seems to me the easiest thing is to arrange a second motor to do the indexing. I've looked at vector drives with sensors that effectively turn the spindle motor into a servo, but the cheap ones can't seem to position like a servo--they just use the encoder to broaden the full torque speed range.

    So why not take a big stepper motor, or better, a servo motor, and use that to do the indexing? Seems to me servos are designed to run at the kinds of speeds these spindles turn at. Just bought a nice one from Homeshopcnc that'll do 4500 rpm, for example. So we make sure that we can run one motor or the other BUT NOT BOTH electrically. We freewheel the servo when the spindle motor is going, and freewheel the spindle motor during indexing.

    Why a servo? Well because we can put the encoder onto the machine's spindle (not the spindle motor!) and let it sense the true motion and soak up any backlash to increase accuracy. There won't be much anyway if we use a toothed belt drive. If you prefer, a decent sized stepper is cheaper still. You'll want to groove the toothed belt else when the spindle motor runs it'll scream like a banshee, but that's easy to do too. So, we need to add a toothed belt pulley to the existing spindle motor pulley stack and drive it with a suitably mounted servo or stepper.

    I'll have to think about how to interlock the two motors so they never run at the same time, but sure seems like this does the trick relatively cheaply and easily.

    Make sense?

    Cheers,

    BW

  17. #17
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    Hi Bob - if you don't want to be able to use this as a rotary table and cut with reasonable force while the spinlde slowly rotates, I guess a brake and some sort of encoder is all you need.

    I do have to ask though, why you need 2 motors if you are not planning mega torque at low speed and high-speed, low-torque operation? Couldn't you just use a beefy servo motor and a brake?

    What you have to remember is that motors and generators are the same things. If you have a drive motor set up at say 1:2 (motor:spindle) and a stepper/servo set up as an indexer at say 5:1 ratio for big-torque, when you run as a lathe at 2000 spindle-rpm, your poor old stepper will be forced to run at 10,000 rpm. This will generate huge voltages across the stepper - you would explode its driver unless it was totally electrically isolated, and you would have to take great care when switching motors not to explode drivers by connecting/disconnecting anything unless everything is stationary. If you can work out a way of making the indexing backlash-free, I would have thought that it would be best to mechanically disengage the motors in a twin-motor system.

    My interest in this thread is more along the lines of lathe-spindle/rotary table in one as I really want to reduce the number of setups I need to make parts - indicating inside the crush/mince zone isn't much fun! I think though that machines such as the Cublex 25 just have scary 30HP servos with 200Nm of torque from the motor alone! This must be a cooling nightmare at low rpm with the huge currents required to generate all that holding torque...

  18. #18
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    May 2005
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    Digits, take a look at the cost of a 3 HP servo motor and appropriate drive and I think you'll see why we don't just use a big servo motor. A relatively cheap import set is $2000. Blow it up somehow and you get to spend another $2000 fixing it. If you really truly need to machine a portion of the spindle arc rather than moving the part over to a 4 axis mill, I guess I could see you problem. But, to actually build something like this is going to be a massive project. You'll wind up having to build a mill's axes on your lathe or close to it. Getting all that working rigidly and without backlash makes me think you're better off buying a used lathe where it's already been taken care of.

    RE this business of 10,000 rpm generator steppers, you're not envisioning the right linkage. There's no reason to run the servo/stepper as anything but 1:1 to the same drive we're applying the spindle motor too. So it'll run same speed as the spindle motor. I don't need huge torque for indexing, and the brake is so I don't need holding torque to machine the part. Also, part of the reason to build an interlock from contactors is to keep an open circuit on the indexer motor rather than have it complete a circuit that we then have to dispose of the current from.

    RE your cooling nightmare, just use a separate electrically driven fan activated by a temperature sensor so the fan rpm is independent of the motor's rpm.

    See more on this stuff on my blog:

    www.cnccookbook.com

    Search for "vector drive".

    Cheers!

    BW

  19. #19
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    I suppose the first question I need to ask is how much spindle power do you actually need - and better still, if you know it, what sort of torque at what sort of speed? Those homeshopcnc servos are good for 600W continuous (~0.8HP) and can be driven cheaply with a G320.

    I'm guessing though that you'd rather have a 3-phase induction motor for your spindle. If you want to simply index without cutting, unless you have very irregular parts , I can't see that you'd need much torque at all for the indexing. So, why not just drive your main spindle with a drive capable of indexing and add an encoder for feedback? If you don't need 3HP to index, couldn't you poweroff your VFD, disconnect it from the motor and then use a cheap AC-servodrive (e.g. Granite Devices) to index at only 100-200W of power?

    Two motors can be made to work, but IMHO it is a bad idea to keep them both mechanically connected at the same time - couldn't you just physically disengage the indexing motor from its belt when you change modes?

  20. #20
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    Quote Originally Posted by digits View Post
    I suppose the first question I need to ask is how much spindle power do you actually need - and better still, if you know it, what sort of torque at what sort of speed? Those homeshopcnc servos are good for 600W continuous (~0.8HP) and can be driven cheaply with a G320.

    I'm guessing though that you'd rather have a 3-phase induction motor for your spindle. If you want to simply index without cutting, unless you have very irregular parts , I can't see that you'd need much torque at all for the indexing. So, why not just drive your main spindle with a drive capable of indexing and add an encoder for feedback? If you don't need 3HP to index, couldn't you poweroff your VFD, disconnect it from the motor and then use a cheap AC-servodrive (e.g. Granite Devices) to index at only 100-200W of power?

    Two motors can be made to work, but IMHO it is a bad idea to keep them both mechanically connected at the same time - couldn't you just physically disengage the indexing motor from its belt when you change modes?

    1. 3HP, as I mention above would be a good number. Take a look at the spec on most CNC lathes--that's still light. 7.5 HP is a more likely number.

    2. The Granite Devices approach may have potential. I'll have to give it some thought.

    3. Where's the harm in driving with 2 motors? As I've mentioned, the circuit will be opened, so we're not generating any current. What design do you propose to economically disengage the motor?

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